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Name Holding Trade Value Shares
Change
Change in
Stake
BIM
726
Bridges Investment Management
Nebraska
$555K +$513K +4,896 New
GT
727
Glenview Trust
Kentucky
$552K
LHC
728
Little House Capital
Massachusetts
$552K +$9.74K +93 +2%
MIM
729
Moseley Investment Management
Florida
$549K -$107K -1,019 -17%
SP
730
Symmetry Partners
Connecticut
$544K -$293K -2,799 -37%
LPT
731
Legacy Private Trust
Wisconsin
$544K +$502K +4,796 New
SWA
732
Stratos Wealth Advisors
Ohio
$540K +$8.9K +85 +2%
RCAMU
733
Rothschild & Co Asset Management US
Connecticut
$539K
WIM
734
Wittenberg Investment Management
Massachusetts
$537K
QCG
735
Quadrant Capital Group
Ohio
$533K
FEM
736
Fulcrum Equity Management
Texas
$530K -$24.1K -230 -5%
SW
737
SVB Wealth
Massachusetts
$529K -$1.57K -15 -0.3%
CL
738
Choreo LLC
Illinois
$525K +$28.4K +271 +6%
VCM
739
Virtue Capital Management
Tennessee
$523K +$483K +4,608 New
DWA
740
Dorsey Wright & Associates
California
$521K +$33.9K +324 +8%
Northwestern Mutual Wealth Management
741
Northwestern Mutual Wealth Management
Wisconsin
$519K +$70.1K +669 +17%
MC
742
Machina Capital
France
$516K +$476K +4,548 New
PA
743
Probity Advisors
Texas
$514K -$22.7K -217 -5%
USGIU
744
U.S. Global Investors (USGI)
Texas
$512K +$153K +1,459 +48%
SIG
745
Sargent Investment Group
Maryland
$511K
ALAM
746
Asahi Life Asset Management
Japan
$502K -$197K -1,880 -30%
PAM
747
Pegasus Asset Management
New York
$497K
DAM
748
Delta Asset Management
Tennessee
$496K
AWM
749
AE Wealth Management
Kansas
$494K +$456K +4,354 New
CCB
750
Cutter & Co Brokerage
Missouri
$485K -$38.6M -368,655 -99%